Mark Nelson is a registered investment advisor at Nfo Financial Advisory LLC, based in Westmont, IL, with 5 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
NFO Financial Advisory provides investment guidance as part of its monthly membership fee. NFO does not manage your investments directly; instead, they educate and guide you to make your own investment decisions. The membership includes portfolio monitoring and recommendations for rebalancing. NFO primarily recommends ETFs and mutual funds. NFO does not make individual stock recommendations.
Location
Westmont, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Nfo Financial Advisory LLC
State Registrations1 state
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